See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,952 | $104,907+48.7% | $84,611+84.3% | $152,861+2.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 15.28% | 373.79%-358.5pp | 258.74%-243.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,799 | $3,302-45.5% | $2,652-32.2% | $4,762-62.2% |
| Participant deferral / active EE | $406 | $4,688-91.3% | $3,899-89.6% | $5,850-93.1% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |